2026 Estate & Financial Planning Quarterly Update (Winter)
Author: Klaralee R. Charlton
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC |
Tax laws and regulations are evolving faster than ever, driven by new legislation, Treasury guidance, and court rulings. For estate and financial planning professionals, staying ahead of these changes is critical to delivering accurate, high-value advice. This quarterly update provides a comprehensive review of the latest legislative, regulatory, and case law developments and what they mean for your clients.
Join Klaralee Charlton for an in-depth session that goes beyond the headlines. You'll learn how recent tax law changes impact compliance and planning strategies, explore anticipated policy shifts, and gain practical insights for navigating uncertainty. This course equips you with actionable strategies to adapt to an unpredictable legislative landscape and maintain compliance while optimizing tax-saving opportunities.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2029 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Publication Date: March 2026
Designed For
Attorneys, CPAs, and Enrolled Agents.
Topics Covered
- Recent Tax Law Updates – New legislation, Treasury guidance, and impacts on compliance
- Key Court Cases & IRS Rulings – Significant decisions shaping tax interpretations
- Anticipated Policy Changes – Potential tax shifts due to congressional dynamics
- Navigating Uncertainty – Best practices for compliance in a changing landscape
- Tax Planning Strategies – Adapting to evolving laws and regulations
Learning Objectives
- Identify recent legislative provisions and their impact on clients' estate and financial planning strategies, including potential changes in tax law due to congressional shifts
- Evaluate proposed and finalized tax regulations and determine their advantages and disadvantages for clients
- Explain key revenue rulings and court decisions and their implications for estate tax and fiduciary income tax compliance
- Develop strategic recommendations to minimize tax liability while aligning with client objectives
- Identify estate and financial planning strategies to navigate tax law uncertainty, ensuring compliance and optimizing tax-saving opportunities in light of legislative and regulatory changes
- Apply planning strategies to navigate tax law uncertainty and optimize tax-saving opportunities
Level
Update
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of estate and financial planning.
Advance Preparation
None
